Why You Should Attend

Do you find yourself going to standard forms to draft durable powers of attorney and health care directives—after carefully constructing a customized will and/or trust to meet your client’s planning objectives? Are you aware of ethical obligations in connection with representing clients with diminishing capacity?

Protecting your client in life is just as important as easing the orderly disposition of property after death. Powers of attorney and health care directives are significant tools that ensure that the clients’ wishes are honored and financial assets are protected while they are incapacitated.

Join experienced estate planners for an in-depth exploration of how to effectively draft and use durable powers of attorney and health care directives. Faculty will also address ethical obligations of attorneys to protect clients’ financial interests and minimize their financial exploitation if clients become unable to conduct their own affairs.

What You Will Learn

Topics of discussion will include:

Financial Powers of Attorney

Health Care Directives

Ethical considerations, including interaction of Model Rules 1.6 and 1.14

Who Should Attend

Estate Planners who represent disabled and elderly clients will benefit from this focus on preserving and managing assets and preserving estate planning goals in the event of disability or other incapacity.

Faculty

Program Schedule

Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8 – includes 30 minutes of ethics instruction, provided throughout the discussion

Suggested Prerequisite: Two to four years’ experience in subject matter

Educational Objective: Acquisition of knowledge to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments

On-demand Course

Some jurisdictions limit the number of credits via on-demand (distance learning). We advise that you check your jurisdictions' rules regarding possible restrictions for on-demand or distance learning credit.

Important Note: On-demand courses cannot be consumed for partial credit. You must participate in the course in its entirety, regardless of length, to receive a certificate and credit.

AK (1 / 0.5)12/6/2020

AL (1 / 0.5)12/31/2017

AZ (1 / 0.5)12/6/2020

CA (1 / 0.5)12/6/2020

CO (1.2 / 0.6)12/6/2019

CT (1 / 0.5)12/6/2020

DE (1 / 0.5)12/13/2018

FL (1.5 / 0.5)6/6/2019

GA (1 / 0.5)12/6/2018

HI (1 / 0.5)12/6/2019

IA (1 / 0.5)12/13/2018

ID (1 / 0.5)12/6/2018

IL (1 / 0.5)12/6/2019

IN (0 / 1.5)12/6/2018

KY (1 / 0.5)6/30/2018

LA (1 / 0.5)12/13/2018

ME (1 / 0.5)12/6/2020

MN (1 / 0.5)12/6/2019

MO (1.8 / 0)12/6/2020

MS (1 / 0.5)12/6/2018

MT (1 / 0.5)12/6/2020

NC (1 / 0.5)12/31/2017

ND (1 / 0.5)12/6/2020

NE (1 / 0.5)12/6/2018

NH (1 / 0.5)6/30/2018

NJ (1.2 / 0)12/6/2018

NM (1 / 0.5)12/6/2020

NV (1 / 0.5)12/6/2020

NY (1 / 0.5)12/6/2020

OH (1 / 0.5)12/31/2018

OK (1.5 / 0.5)12/13/2018

OR (1 / 0.5)12/6/2020

PA (1 / 0.5)12/6/2019

PR (1 / 0.5)12/6/2020

RI (1 / 0.5)12/6/2020

SC (1 / 0.5)12/31/2017

TN (1 / 0.5)12/6/2018

TX (1 / 0.5)11/30/2018

UT (1 / 0.5)12/31/2017

VA (1 / 0.5)10/31/2017

VI (1.2 / 0.6)12/6/2020

VT (1 / 0.5)12/6/2020

WA (1 / 0)12/6/2022

WI (1.5 / 0)12/6/2020

WV (1.2 / 0.6)12/6/2020

WY (1 / 0.5)12/6/2020

Telephone Seminar

AK (1 / 0.5)

AL (1 / 0.5)

AR (1 / 0.5)

AZ (1 / 0.5)

CA (1 / 0.5)

CO (1.2 / 0.6)

CT (1 / 0.5)

DE (1 / 0.5)

FL (1.5 / 0.5)

GA (1 / 0.5)

HI (1 / 0.5)

IA (1 / 0.5)

ID (1 / 0.5)

IL (1 / 0.5)

IN (0 / 1.5)

KS (1 / 0.5)

KY (1 / 0.5)

LA (1 / 0.5)

ME (1 / 0.5)

MN (1 / 0.5)

MO (1.2 / 0.6)

MS (1 / 0.5)

MT (1 / 0.5)

NC (1 / 0.5)

ND (1 / 0.5)

NE (1 / 0.5)

NH (1 / 0.5)

NJ (1.2 / 0)

NM (1 / 0.5)

NV (1 / 0.5)

NY (1 / 0.5)

OK (1.5 / 0.5)

OR (1 / 0.5)

PA (1 / 0.5)

PR (1 / 0.5)

RI (1 / 0.5)

SC (1 / 0.5)

TN (1 / 0.5)

TX (1 / 0.5)

UT (1 / 0.5)

VA (1 / 0.5)

VI (1.2 / 0.6)

VT (1 / 0.5)

WA (1 / 0)

WI (1.5 / 0)

WV (1.2 / 0.6)

WY (1 / 0.5)

Webcast

Several jurisdictions limit the number of credits to be taken via webcasts. Please check with your state regulator for possible limits in your jurisdiction.